Experience

Jon is a partner in the Private Client Services Practice and is based out of the firm’s New York City office. With more than 15 years of experience combined in public and private accounting, Jon specializes in providing tax planning and compliance services to high net worth individuals and families.

Jon works with a wide array of clients, including privately held business owners, professionals in the financial services, real estate, and legal industries, and c-suite executives. He has extensive experience delivering individual, fiduciary, partnership, private foundation, and gift tax services. He works with clients and their professional advisors to minimize income taxes and reach their estate planning goals using various trusts. Jon also serves as a resource for his clients for compliance and planning related to generation-skipping transfer taxes and equity-based employee compensation.

Prior to Citrin Cooperman, Jon was a tax partner in the Private Client Services group at a nationally ranked and recognized advisory, tax, and accounting firm.